UHNW Investment Lead - Portfolio & Strategy
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Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Centura Investment Advisory, a San Diego–based SEC-registered firm, seeks a Wealth Advisor for the Diamond Team to lead investment strategy and portfolio management for HNW/UHNW clients. The role drives AUM growth, oversees end-to-end investment deployment, and collaborates with the Wealth Advisor and Investment Committee on data-driven solutions.
The successful candidate will own client portfolios, communicate complex concepts clearly, and maintain rigorous compliance with fiduciary standards
Join us at Centura Wealth Advisory as our next UHNW Investment Lead
- Portfolio Growth & Strategy in United States.
We are looking to fill the UHNW Investment Lead
- Portfolio Growth & Strategy position at Centura Wealth Advisory in United States.
The UHNW Investment Lead
- Portfolio Growth & Strategy role at Centura Wealth Advisory is now open for applications in United States.
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